Sales Support

Meredith Brown Associates
London, United Kingdom
£Exc + Bens & Bonus
23 Jan 2023
22 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Roles & Responsibilities
  • Work with Regional Sales Managers to prospect and develop target accounts.
  • Maintain high levels of contact with advisers, via telephone, fact find and understand their business needs.
  • Plan and implement bespoke campaigns and sales/marketing initiatives to fully maximise new business opportunities.
  • Work with Multi Asset Events Co-ordinator & Business Intelligence Manager on events preparation, target clients and delivering sales campaigns.
  • Support and deliver competitor analysis.
  • Attend Roadshows and Multi Asset and Managed Portfolio Service events.
  • Work closely with Line Manager to support the broader client bank, which will include National firms, Wealth Managers/DFM and single strategy buyers.
  • Build and maintain effective relationships with internal stakeholders, will include Marketing, Risk, Fund Managers, Multi Asset Support and the wider distribution team.

Background & Experience
  • Knowledge of the intermediary sales process.
  • A thorough understanding of Salesforce.
  • A good understanding of the competitor marketplace.
  • Knowledge of products offered by our firm.
  • Ideally proven sales track record, specifically within Asset Management/Financial Services.
  • A self-starter with strong communication and presentation skills coupled with the ability to work independently and engage effectively with clients at all levels.
  • Good understanding of compliance procedures.
  • Word, excel and PowerPoint.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.